Virginia Estate & Retirement Planning Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Virginia Estate & Retirement Planning Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Buy	+10,533,989	New	+$334M	13.12%	2

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's SCHD Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 10,533,989 shares worth $10.9M. The stake represents 13.12% of the portfolio and ranks #2 among its holdings.

2,111 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 10,533,989 shares of Schwab US Dividend Equity ETF worth $10.9M as of Q2 2026.
Schwab US Dividend Equity ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
Schwab US Dividend Equity ETF made up 13.12% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #2 holding.
2,111 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.